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Morgan Dempsey Capital Management’s Prudential Financial PRU Stock Holding History

Morgan Dempsey Capital Management’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$11.3K – 158
2025
Q4 		$11.3K Hold
100
– – 0.01% 118
2025
Q3 		$10.4K Hold
100
– – ﹤0.01% 127
2025
Q2 		$10.7K Hold
100
– – ﹤0.01% 124
2025
Q1 		$11.2K Hold
100
– – ﹤0.01% 104
2024
Q4 		$11.9K Hold
100
– – ﹤0.01% 94
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 95
2024
Q2 		$11.7K Hold
100
– – ﹤0.01% 83
2024
Q1 		$11.7K Hold
100
– – ﹤0.01% 84
2023
Q4 		$10.4K Hold
100
– – ﹤0.01% 90
2023
Q3 		$9.49K Hold
100
– – ﹤0.01% 90
2023
Q2 		$8.82K Buy
+100
New +$8.37K ﹤0.01% 96
2023
Q1 		– Sell
-100
Closed -$9.95K – 151
2022
Q4 		$9.95K Hold
100
– – ﹤0.01% 116
2022
Q3 		$9K Hold
100
– – ﹤0.01% 116
2022
Q2 		$10K Hold
100
– – ﹤0.01% 84
2022
Q1 		$12K Hold
100
– – ﹤0.01% 81
2021
Q4 		$11K Hold
100
– – ﹤0.01% 85
2021
Q3 		$11K Buy
+100
New +$10.3K ﹤0.01% 81

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Dempsey Capital Management's PRU Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its Prudential Financial (PRU) stake by 3.3% in Q1 2026, selling an estimated $158K and leaving 44,969 shares worth $4.39M. The position accounts for 2% of the portfolio, ranked #29.

Morgan Dempsey Capital Management first reported a position in PRU in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q1 2022. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Morgan Dempsey Capital Management held 44,969 shares of Prudential Financial worth $4.39M as of Q1 2026.
  • Morgan Dempsey Capital Management sold 1,529 Prudential Financial shares in Q1 2026, an estimated $158K.
  • Prudential Financial made up 2% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #29 holding.
  • Morgan Dempsey Capital Management first reported a position in Prudential Financial in Q3 2020 and has held it in 23 quarters since.
  • Morgan Dempsey Capital Management's Prudential Financial position peaked at $10.4M in Q1 2022.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.